Beyond Surface Reasoning: Unveiling the True Long Chain-of-Thought Capacity of Diffusion Large Language Models

Recently, Diffusion Large Language Models (DLLMs) have offered high throughput and effective sequential reasoning, making them a competitive alternative to autoregressive LLMs (ALLMs). However, parallel decoding, which enables simultaneous token updates, conflicts with the causal order often required for rigorous reasoning. We first identify this conflict as the core Parallel-Sequential Contradiction (PSC). Behavioral analyses in both simple and complex reasoning tasks show that DLLMs exhibit genuine parallelism only for directly decidable outputs. As task difficulty increases, they revert to autoregressive-like behavior, a limitation exacerbated by autoregressive prompting, which nearly doubles the number of decoding steps with remasking without improving quality. Moreover, PSC restricts DLLMs' self-reflection, reasoning depth, and exploratory breadth. To further characterize PSC, we introduce three scaling dimensions for DLLMs: parallel, diffusion, and sequential. Empirically, while parallel scaling yields consistent improvements, diffusion and sequential scaling are constrained by PSC. Based on these findings, we propose several practical mitigations, parallel-oriented prompting, diffusion early stopping, and parallel scaling, to reduce PSC-induced ineffectiveness and inefficiencies.